I ran into a new problem recently while helping a client implement WalkMe on the Salesforce campaigns function. I haven't seen it discussed much but it runs across all Salesforce deployments: Should we fix the end-user's issue with WalkMe or with Salesforce Flow? Overlapping Functions • At the surface level, this was the overlap drivin...

Did your company buy WalkMe to band-aid poor IT project management? I've seen this story a few times in the last year: Company buys a new SaaS application. Could be a new procurement platform, new HCM, new CRM, new Project-Program Management tool, whatever. Company half-bakes the implementation: Some data is imported. Some workflows ar...

If you're getting ready to purchase or expand WalkMe, don't think you can rely on pre-built content templates. Like other products, Digital Adoption Platforms have a general "time to value" challenge. How quickly will customers get results for their orgs after investing? One thread to this is that for various Processes and Systems, the...

I have long despised the LMS. Can WalkMe make "Digital Learning" relevant in 2025? L&D has a big problem. No one likes the traditional LMS experience: #1 The courses are either low-value stock image click-throughs or high-cost custom-created for your company. Or both. #2 The LMS interfaces are clunky. #3 The content is disconnected and...

Read this before you use WalkMe to create "onboarding" for your app: 1. How do we KNOW we have an onboarding problem? -- High churn rate? -- Poor user feedback? -- Low adoption of specific features in the app? -- Every customer sale requires white glove handholding and setup? 2. How do we know it's the onboarding? All of these issues m...

Here's something I'm going to tell you that no one else will. WalkMe needs more technical precision than traditional L&D software. This has happened to me a few times. Company buys WalkMe, starts to get it going. Looks around at their staff to see who could be a WalkMe builder. Finds someone who has been doing L&D for the last 20 years...

Here are great results from a very basic WalkMe use case. A client of mine had a problem with their Salesforce users. Folks were deleting contacts when they shouldn't. This was an appropriate action in certain instances and would cause data loss in other instances. This caused headaches for the SME and support team. So rather than rewr...

Step one in improving adoption of your product (or your company's back-end tech stack) is understanding your end user: Who are they? What are their jobs to be done? How do they typically use our product? What friction do they see? Check this Zoom notification for an example of what you don't want to do. This targeted end-user communica...

How do you know you're using WalkMe the right way? The WalkMe Digital Adoption Platform is *so capable* that a large value I bring to implementations is helping clients understand HOW best to tackle a particular challenge. Here's a recent client example. We are implementing WalkMe on a SaaS application, employee-facing, about 1000 user...

With the proliferation of AI Tools, it's easy for businesses to get distracted. How should we improve our back-end processes? Where does Gen AI come into play? Should we buy a Copilot (or two) and just let employees experiment? Here's where WalkMe has a different and I think better approach. Companies I work with frequently have a shar...